Financial Planner jobs in United Kingdom
Client-Centric Financial Planning Administrator (Remote)
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Senior Forward Planning Lead – Local Plan Innovator
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Development Management Lead | Flexible Hours
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Development Management Manager
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Talent Acquisition Partner
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Senior Planning Lead: Major Projects & Regeneration
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Associate Director
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Development Management Lead – Local Authority Planning
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Development Management Team Leader
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Client-Centric Financial Planning Administrator (Remote)
Job summary
A Financial Services Firm in London is seeking a Financial Planning Administrator with 2-5 years of experience. You will provide essential support to clients and Financial Planners, ensuring exceptional service at every touchpoint. The role offers growth opportunities and requires strong Excel skills, excellent communication, and a client-focused attitude. Benefits include a competitive pension scheme, holiday, private medical insurance, and a work-from-anywhere policy.
Benefits
Qualifications
- 2-5 years of experience as a Financial Planning administrator.
- Knowledge of financial products: pensions, investments, and protection.
- Enjoy delighting clients with great outcomes.
Responsibilities
- Liaise with third-party providers and navigate provider platforms.
- Process new business applications.
- Coordinate Financial Planner’s diaries and arrange client meetings.
- Prepare documentation for client appointments.
- Respond to email inquiries and liaise directly with clients.
Skills
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.